Strategic Planning
How We Do It
Every successful organization needs a clear vision of where it wants to go and a road map to help it get there. Strategic planning is critical for people-serving organizations often pulled in many different directions. We work directly with you to develop a strategic plan that is tailored to your specific needs.
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Environmental and Needs Assessments
An effective strategy requires a complete understanding of your organization’s ecosystem. We take the time to assess the state of your current business strategies, program offerings, strategic relationships, market trends and stakeholder reputation through primary and secondary research to determine what is needed to achieve success.
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Strategic Planning Retreat
Strategic planning often requires stepping away from your day-to-day responsibilities to work with a clear mind without distraction. Through tailored retreats, we work with groups of all sizes and engage executive leadership, board members, managers, supervisors and front-line staff. Customized for your organization’s specific needs, we offer half-day, full-day and multi-day retreats with a fully developed agenda, critical issues discussion and consensus building.
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Strategic Plan Development
Our approach to strategic planning is not “one size fits all.” We work with you to define your organization’s vision, mission and values; develop business modeling and scenario planning; define organizational goals; set progress and performance indicators; develop operational plans; and define individual accountability for initiatives, program execution, timeline accountability and resources management.
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Strategic Plan Implementation
Too often strategic plans end up collecting dust. Without incorporating implementation plans and milestones, strategic planning is no more than an expensive wish list.
We provide you with detailed planning implementation documentation, which includes accountability and performance indicators clearly defined to connect the dots between strategic planning and tactical day-to-day operations.
When it’s time to implement the plan, we’re with you every step of the way, providing oversight and regularly scheduled assessments.
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Looking to strengthen your organization with an integrated approach? Need help with change management or guidance on a specific question? We're here to help.
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